LP> Reports> Refunds

Refunds Report

 

Summary

 

Follow this process to print the LP Refunds Report.

 

Related Links

 

Click here for information on License Type Maintenance.

Click here for information on License Status Maintenance.

 

Step by Step

 

1     Open the Refunds Report window (LP> Reports> Refunds).

 

2     Configure the report. 

 

  • Check the toggle next to each License Type you would like to include in the report. All license types will be checked by default.
  • Check the toggle next to each Category you would like to include in the report. All categories will be checked by default.
  • Check the toggle next to each License Status you would like to include in the report. All license statuses will be checked by default.
  • Select a Tran Date from the drop-down menu.
  • Enter a Minimum Tran Balance to limit the displayed accounts by account balance.
  • The report will display the Category, Application Number, License Number, Customer Number, License Status, Balance, Invoice Number, Transaction Type, and Transaction Date. The report will also provide a Total Refunds amount. Check the Print Contact Information toggle to include the Customer Name, Mailing Address, and customer Phone Number on the report.

 

3     Print the report. 

 

  • Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs). Click here for information on the Jobs Viewer window.
    • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
    • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
    • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
    • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report). Click here for information on the View Reports window.